Admin

The Admin portal is for the subscription owner to manage the resources in their subscription. This is where you manage Workspaces, Users and Organisations.

Add a Workspace
A workspace is a container where your organisation data and user permissions sit. Workspaces allow you to separate and group your organisations and use...
Wed, 28 Nov, 2018 at 4:13 PM
Add a MYOB AccountRight Organisation
This help note will show you how to add a MYOB AccountRight online organisation to your workspace. MYOB AccountRight Local and Network libraries files ...
Fri, 10 May, 2019 at 2:02 PM
Add a Xero Organisation
This help note will show you how to add a Xero organisation to your workspace.  For instructions on syncing an existing organisation please see the S...
Fri, 10 May, 2019 at 2:08 PM
Add a QuickBooks Online Organisation
This help note will show you how to add a QuickBooks Online organisation to your workspace.  For instructions on synching an existing organisation ...
Fri, 10 May, 2019 at 3:33 PM
Invite a User
Only Calxa subscription owners and co-owners can invite users to access their subscription. Once a user is invited the owner or co-owner can then set...
Thu, 28 Feb, 2019 at 4:35 PM
Set User Permissions
Calxa subscription owners and co-owners alone can invite users to access their subscription. Once a user is invited the owner or co-owner can then...
Wed, 10 Apr, 2019 at 9:50 AM
Delete a User
Calxa subscription owners and co-owners alone can invite users to access their subscription, set their user permissions and delete users. This help n...
Wed, 10 Apr, 2019 at 9:38 AM
Add a MYOB Essentials Organisation
This help note will show you how to add a MYOB Essentials organisation to your workspace.  For instructions on syncing an existing organisation p...
Mon, 13 May, 2019 at 4:10 PM
Organisations Menu
Under the main Admin menu there is an Organisations sub-menu. This menu shows a full list of organisations across all your workspaces with options to s...
Fri, 17 May, 2019 at 12:01 PM